Client Success Manager, Employee Benefits (Life and Health Licensed)

Job overview

The Client Success Manager, Employee Benefits (Life and Health Licensed) role is listed as onsite in Roswell, GA, while the posting describes the position as fully remote. Compensation is not specified. Decisely says its mission is to deliver innovative InsurTech solutions and improve outcomes for clients. The manager owns the client experience by advising clients on employee benefits programs, supporting retention, and identifying opportunities to grow services. The role coordinates program delivery and implementation with internal teams, reviews claims and renewal strategies with clients, and tracks activity in the internal CRM.

What you'll do

• Develop strategies to expand services and products in an assigned client portfolio
• identify cross-selling and upselling opportunities
• pursue retention and revenue growth targets
• build relationships with senior client decision-makers
• provide strategic guidance and customized solutions
• host client meetings to review claims, benchmark analyses, and stewardship reports
• identify retention risks
• present renewal strategies
• coordinate benefits program delivery and implementation
• support service-level agreements and track activity in the CRM.

What we're looking for

Skills & competencies

client success manager

employee benefits

life and health license

roswell ga

decisely

insurtech

client retention

strategic account management

cross-selling

benefits programs

crm

fully remote

Work arrangement

• Weekend coverage required

Why this role

Requires a state Life and Health Insurance License and 5+ years in employee benefits, including at least 3 years in sales and strategic account management. Some air travel may be required for client meetings.

About the employer

DECISELY INSURANCE SERVICES LLC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.